PL Planet Labs PBC Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
14:29
31 авг
31 авг
Author sold PNG.V and SIVE at losses, trimmed OUST.
Author sold PNG.V and SIVE at losses, trimmed OUST, and raised cash to 14% while maintaining bullish AI infrastructure positions, citing macro risks from rising yields and oil.
22:38
29 авг
29 авг
"Rocket Lab/Planet Labs: added, long-term hold"
"Add to Rocket Lab and Planet Labs after increasing both positions by 15%; the author does not expect either to revisit initial buy levels and will hold both long-term as space allocation."
Выс.
13:12
29 авг
29 авг
Author disclosed an active/recent position in a self-quoted portfolio update.
Author self-quotes a portfolio update showing this ticker as a new buy, add, top holding, or current position; under strict routing semantics explicit ownership/buy/add is a LONG idea.
Низ.
17:11
28 авг
28 авг
Long PL as quality name for selective market
Long PL as a fundamentally sound name that will outperform in a selective bull market, avoiding the drag of low-quality stocks.
Сред.
14:07
28 авг
28 авг
Author analyzes Planet Labs' upcoming earnings and potential dilution impact.
Author analyzes Planet Labs' upcoming earnings and potential dilution impact, comparing it to peers without taking a directional position.
Низ.
17:32
27 авг
27 авг
The author shares a research map of 51 companies across nine buildout layers with stated.
The author shares a research map of 51 companies across nine buildout layers with stated failure points, but frames it as a watchlist rather than a personal position or trade call.
Низ.
19:07
26 авг
26 авг
"PL position added at $21.5"
Author added to existing PL position at $21.5 during the downturn, showing continued conviction in the name as part of his portfolio allocation.
Сред.
14:33
26 авг
26 авг
Planet remains undervalued AI space leader, author adds heavily.
Author significantly increased his PL position today at $21.5, citing positive free cash flow, a non-replicable product, AI collaboration with Google/Nvidia, and continued innovation. Believes space industry remains undervalued and PL will be his largest position for years.
Сред.
14:27
26 авг
26 авг
Author confirms adding to a position yesterday while stating PL remains their larger holding.
Author confirms adding to a position yesterday while stating PL remains their larger holding, with RKLB only mentioned in parent context.
08:40
26 авг
26 авг
PL cited as space option
PL is named as a viable space-sector option, but the author sees more potential in FLY, BKSY, and SPIR.
Сред.
18:01
25 авг
25 авг
Add PL on FCF, AI partnerships, space value.
Author added to a large existing PL position at $21.50, citing positive free cash flow, hard-to-replicate product, and AI collaborations with Google and Nvidia, indicating strong conviction for a multi-year hold.
Выс.
17:49
25 авг
25 авг
Author defends Planet Labs' moat against criticism but does not state a current position.
Author defends Planet Labs' moat against criticism but does not state a current position or forward-looking trade call.
Низ.
18:39
24 авг
24 авг
DCA AI buildout names through correction.
Accumulate/hold these AI buildout names on a decade-long structural thesis; use DCA through the expected inflation-driven September correction.
Сред.
16:49
24 авг
24 авг
PL core AI network infrastructure play
Author identifies PL as a core network asset connecting AI infrastructure, positioned to benefit as AI compute demand grows.
Сред.
21:19
23 авг
23 авг
Owns only PL and RKLB
Long Planet Labs and Rocket Lab: author discloses current holdings as his only space-stock positions; ownership itself is the directional signal, with no near-term catalyst specified.
Сред.
16:57
23 авг
23 авг
Buy Planet Labs for space/AI/FCF
Buy Planet Labs as a 10-year holding; positive free cash flow plus Google and Nvidia collaborations position it at the intersection of space and AI.
Сред.
15:01
23 авг
23 авг
Record institutional ownership signals buy PL
Watch PL: record institutional ownership spike is a bullish data point, but the author does not state ownership, buy/hold intent, or an actionable call.
Сред.
12:03
18 авг
18 авг
Holds SIVE, ASTS, PL, KRKNF positions
Maintain long exposure in SIVE, ASTS, PL, and KRKNF; the author prefers not to liquidate despite tax pressure and would only sell if needed to raise 10-20% cash for higher-conviction additions.
Сред.
13:53
17 авг
17 авг
The author reports a broad space-sector rally with multiple tickers up on recent news.
The author reports a broad space-sector rally with multiple tickers up on recent news, but provides no personal position or forward-looking call, only a factual market update.
Низ.
16:23
16 авг
16 авг
Space infrastructure links global physical AI systems
Space infrastructure and connectivity providers are essential for linking global AI systems, drones, and remote operations.
Сред.
14:21
15 авг
15 авг
The author advocates long-term investing over day trading and lists AI and space/robotics.
The author advocates long-term investing over day trading and lists AI and space/robotics tickers as watchlist beneficiaries of macro trends, not explicit current positions.
Низ.
14:04
15 авг
15 авг
Interview profiles an investor's structural growth thesis across space, photonics.
Interview profiles an investor's structural growth thesis across space, photonics, and semiconductors, but the author reports rather than endorses positions, so tickers are watch.
11:27
15 авг
15 авг
The author lists a massive basket of tickers without any directional commentary or position.
The author lists a massive basket of tickers without any directional commentary or position disclosure, so all are indexed as
Низ.
02:20
14 авг
14 авг
PL flagged as high-risk 5-year speculative pick
Buy Planet Labs as a high-risk, high-reward 5-year hold; author explicitly flags elevated risk, implying speculative upside potential over a long horizon.
Низ.
20:33
12 авг
12 авг
Viasat and Planet Labs skew long
S3 is monitoring the ratio of active longs to shorts in SpaceX-adjacent names. Viasat and Planet Labs are skewing long and are 'pro space,' positioning them for upside tied to the SpaceX/Elon Musk influence.
Выс.
09:39
10 авг
10 авг
The author notes significant pre-market gains across several stocks but provides no explicit.
The author notes significant pre-market gains across several stocks but provides no explicit forward-looking trade thesis or position disclosure for these tickers.
Низ.
15:04
09 авг
09 авг
PL backlog exceeds revenue; first profitable year
Buy PL as backlog exceeding full-year revenue and first-ever profitable year signal fundamental inflection; stock has been dragged lower by sector-wide capital rotation into $SPCX IPO rather than any deterioration in business.
Сред.
20:17
04 авг
04 авг
PL flagged as SpaceX earnings read-through
Author holds PL and flags SpaceX's earnings as a read-through event for the stock; no explicit directional view stated on PL itself.
Низ.
19:46
04 авг
04 авг
Space sector run catalyst co-mention
Named as a space sector beneficiary in the context of the SpaceX/NVDA StarMind partnership and SPCX earnings catalyst; no individual thesis provided.
Низ.
15:14
04 авг
04 авг
PL held; SpaceX earnings a read-through catalyst
Author discloses current PL position and flags SpaceX's first public earnings as a near-term read-through catalyst, with Starlink enterprise penetration and Space Force contract execution relevant to the broader LEO data/imagery ecosystem.
Сред.
Об аналитическом покрытии PL
Buzzberg отслеживает PL (Planet Labs PBC) в 40 источниках. Бычьих сигналов: 100, медвежьих: 1, от 44 аналитиков. Сентимент преимущественно бычий (49%). Всего отслеживаются 204 торговые идеи. За последние 7 дней: бычьих: 3, наблюдение: 3. Последние спикеры: blackpanthercap, kaizen_investor, pepinveststocks.